UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.9B
2
+$541M
3
+$511M
4
AIG icon
American International
AIG
+$420M
5
UBS icon
UBS Group
UBS
+$286M

Top Sells

1
+$675M
2
+$449M
3
+$375M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$347M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1.76M ﹤0.01%
78,797
+54,958
2402
$1.76M ﹤0.01%
68,861
+32,678
2403
$1.76M ﹤0.01%
49,031
-6,215
2404
$1.76M ﹤0.01%
58,178
+3,610
2405
$1.75M ﹤0.01%
180,879
-2,485
2406
$1.75M ﹤0.01%
68,182
-139,621
2407
$1.75M ﹤0.01%
98,541
-153,056
2408
$1.75M ﹤0.01%
112,858
+3,237
2409
$1.75M ﹤0.01%
104,551
+7,128
2410
$1.75M ﹤0.01%
94,809
+8,465
2411
$1.75M ﹤0.01%
41,758
-4,012
2412
$1.74M ﹤0.01%
72,386
+71,145
2413
$1.74M ﹤0.01%
43,302
+13,250
2414
$1.74M ﹤0.01%
39,464
+8,221
2415
$1.73M ﹤0.01%
75,808
+27,649
2416
$1.73M ﹤0.01%
42,809
+26,674
2417
$1.73M ﹤0.01%
27,004
+259
2418
$1.73M ﹤0.01%
58,552
-10,548
2419
$1.72M ﹤0.01%
208,830
-17,037
2420
$1.72M ﹤0.01%
64,948
-25,754
2421
$1.72M ﹤0.01%
6,596
+810
2422
$1.72M ﹤0.01%
360,128
-262,258
2423
$1.71M ﹤0.01%
53,934
+1,812
2424
$1.69M ﹤0.01%
120,887
-85,089
2425
$1.69M ﹤0.01%
77,701
-14,311
95 96
97
98 99